PlanOptica
Fidelity

Fidelity Value Discovery Fund

Ticker FVDFX · Mutual fund

Matched by tickerMatch to checkAll Fidelity (FMR) fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
32
3 with $250K or more
Dollars held
$6.6M
69,830 of 69,862 plans with fund lines hold none
Median per plan
$33K
Share of their fund dollars
<0.1%

Same fund, other share classes

2 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Fidelity Value Discovery Fund (this page)FVDFXNot stated32$6.6M
Fidelity Value Discovery Fund Class KFVDKXNot stated7$3.2M
Class ZFVDOXLow cost1$427K
Class AFVDJXRetail / revenue sharing2$47K

Plans adding and dropping it, 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
2 plans
$823K at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that dropped it after 2024 (2 plans)

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold Fidelity Value Discovery Fund

The largest 10 plans in each list.

South Dayton Acute Care Consultants, Inc. 401(k) Profit Sharing Plan$73.2M plan · South Dayton Acute Care Consultants, Inc., OH · Not identified$3.2M
Mercuria Energy America, LLC 401(k) Plan$82.6M plan · Mercuria Energy America, LLC, TX · Creative Planning$1.5M
Family Health Services 401(k) Plan$32.7M plan · Family Health Services Corporation, ID · Fidelity (FMR)$281K
Irongate Waikiki LLC 401(k) Plan$17.9M plan · Irongate Waikiki LLC, HI · ADP$233K
Crane Credit Union Employees' Thrift Plan$20.1M plan · Crane Federal Credit Union, IN · Fidelity (FMR)$202K
The Haynes Retirement Plan$13.1M plan · Haynes Inc., VA · Fidelity (FMR)$193K
Terra Vista Management, Inc. 401(k) Profit Sharing Plan$11.6M plan · Terra Vista Management, Inc., CA · Fidelity (FMR)$189K
The Retirement Savings Plan$5.76B plan · The New York-Presbyterian Hospital, NY · Empower$71K
The University of New Mexico Foundation 403(b)$22.8M plan · The University of New Mexico Foundation 403(b)., NM · Fidelity (FMR)$71K
Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan$991M plan · Nationwide Children's Hospital, OH · Nationwide$66K

Plans whose filed schedule lists Fidelity Value Discovery Fund.

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How the filings spell it

Show 7 names seen in the filings
  • Fid Value Discov
  • Fidelity Fid Value Discov
  • Fidelity Value DISCOV
  • Fidelity Value Discovery
  • Value DISCOV
  • Value Discovery
  • Value Discovery Fund